Financial Advisor

Job is Expired
Location: Nationwide
Compensation: Salary
Staff Reviewed: Mon, Sep 04, 2023

Job Summary

A company is looking for a Financial Advisor for their Branch Development division.

Key Responsibilities:
  • Act as the Financial Advisor for smaller clients, preserving the client connection to the local branch team
  • Re-engage and serve clients, providing excellent client service and tailored solutions
  • Work with the Client Service Administrator to ensure high levels of customer service
Required Qualifications:
  • Current Series 7 and 66 licenses (or combination of Series 63 and 65)
  • Experience as a Financial Advisor highly preferred
  • Bachelor's degree in a business-related field preferred
  • Ability to understand and communicate information about securities and investments
  • Strong computer skills and ability to learn technical information

COMPLETE JOB DESCRIPTION

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